Our rapidly growing Private Client Team manages funds, businesses and trusts of individuals, families and entrepreneurs. Working in this team means building strong relationships with clients worldwide and becoming their trusted advisor to oversee their tax affairs in line with their objectives. We provide unparalleled access to partners and opportunities to develop your career across a diverse global portfolio of clients.
Responsibilities
This role is part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. The primary day‑to‑day responsibility is to act as the point of contact within the firm for the client alongside senior staff, dealing with all matters related to the management of a portfolio of existing clients including billings and cash collection. You will proactively manage your workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the day‑to‑day delivery of all trust tax compliance and trust account work.
Qualifications
* Experience in providing trust and estate advice to high net worth individuals (charity clients is a plus but not essential).
* Proven specialist technical private client experience, and the ability to deal with complex trust tax issues gained within a practice environment.
* Experience reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools).
* Experience dealing with HNW clients.
* Staff management experience.
* CTA and/or STEP qualification (or equivalent).
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